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KKR & Co
KKR

Overview Fund Activity

243 hedge funds and large institutions have $5.11B invested in KKR & Co in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+33
Holders Change %
+15.71%
% of All Funds
7.06%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
59
Increased
75
Reduced
64
Closed
23
Calls
$144M
Puts
$38.3M
Net Calls
+$106M
Net Calls Change
+$44.1M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$670M
3
Morgan Stanley
3
Morgan Stanley
New York
$605M
4
CS
4
Credit Suisse
Switzerland
$124M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M

Top Sellers

1
IG
1
ING Group
Netherlands
$40.4M
2
CLG
2
Cooperman Leon G
$39.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.93M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
BG
5
BlackRock Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
151
Investors Capital Advisory Services
Massachusetts
$803K -$389K -15,975 -33%
CAM
152
Columbia Asset Management
Michigan
$788K +$788K +32,365 New
RL
153
Ruffer LLP
United Kingdom
$774K – – –
I2I
154
Insight 2811 Inc
Illinois
$767K – – –
BAM
155
Brave Asset Management
New Jersey
$752K +$752K +30,900 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$751K +$402K +16,509 +115%
MCM
157
McKinley Capital Management
Alaska
$738K +$738K +30,318 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$724K +$724K +29,763 New
FAAS
159
First Allied Advisory Services
California
$719K -$134K -5,565 -16%
PMG
160
ProVise Management Group
Florida
$694K -$190K -7,800 -21%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$694K +$91.5K +3,759 +15%
Canada Life
162
Canada Life
Manitoba, Canada
$671K +$671K +27,500 New
WEC
163
Winslow Evans & Crocker
Massachusetts
$658K +$658K +27,002 New
UR
164
USCA RIA
Texas
$595K +$195K +8,000 +49%
MSU
165
Maple Securities USA
New Jersey
$592K +$592K +24,330 New
CAM
166
CG Asset Management
New York
$584K +$584K +24,000 New
NES
167
New England Securities
New York
$574K +$574K +23,580 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$565K +$48.7K +2,000 +9%
Citadel Advisors
169
Citadel Advisors
Florida
$539K +$539K +22,156 New
SAM
170
Silvercrest Asset Management
New York
$487K – – –
CCM
171
Coldstream Capital Management
Washington
$487K – – –
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$482K +$482K +19,800 New
NG
173
NatWest Group
United Kingdom
$481K -$10.1K -417 -2%
ST
174
Smithfield Trust
Pennsylvania
$470K -$106K -4,370 -18%
Creative Planning
175
Creative Planning
Kansas
$466K +$377K +15,488 +422%
5 6
7
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